Civic Intelligence

J.M. Oneill Inc.

Plan context: J.M. Oneill Inc. 401K Profit Sharing Plan and Trust

EIN 94-2918101 • Livermore, CA • 29 filings • 8 plans

354 Earhart WayLivermore, CA 94551
Current Snapshot

Latest Year

2023

2023 Participants

10

2023 Assets

$1,251,295

2023 Contributions

$1,252

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$2,908,631$1,454,316$0199920152023YearValue
$1,251,295Latest year 2023

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

1470199920112023YearValue
10Latest year 2023

Company Timeline

Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
2023110$1,251,295$1,252$125iApproximate average salary by contribution assumption: employee only about $3,130 at 4% or $2,087 at 6%; with 50% employer match about $2,087 at 4% or $1,391 at 6%; with 100% employer match about $1,565 at 4% or $1,043 at 6%.
J.M. Oneill Inc. 401K Profit Sharing Plan and Trust-10$1,251,295$1,252$125iApproximate average salary by contribution assumption: employee only about $3,130 at 4% or $2,087 at 6%; with 50% employer match about $2,087 at 4% or $1,391 at 6%; with 100% employer match about $1,565 at 4% or $1,043 at 6%.
2022110$1,110,296$16,019$1,602iApproximate average salary by contribution assumption: employee only about $40,048 at 4% or $26,698 at 6%; with 50% employer match about $26,698 at 4% or $17,799 at 6%; with 100% employer match about $20,024 at 4% or $13,349 at 6%.
J.M. Oneill Inc. 401K Profit Sharing Plan and Trust-10$1,110,296$16,019$1,602iApproximate average salary by contribution assumption: employee only about $40,048 at 4% or $26,698 at 6%; with 50% employer match about $26,698 at 4% or $17,799 at 6%; with 100% employer match about $20,024 at 4% or $13,349 at 6%.
2021112$1,308,927$47,057$3,921iApproximate average salary by contribution assumption: employee only about $98,035 at 4% or $65,357 at 6%; with 50% employer match about $65,357 at 4% or $43,571 at 6%; with 100% employer match about $49,018 at 4% or $32,678 at 6%.
J.M. Oneill Inc. 401K Profit Sharing Plan and Trust-12$1,308,927$47,057$3,921iApproximate average salary by contribution assumption: employee only about $98,035 at 4% or $65,357 at 6%; with 50% employer match about $65,357 at 4% or $43,571 at 6%; with 100% employer match about $49,018 at 4% or $32,678 at 6%.
2020111$1,476,709$44,094$4,009iApproximate average salary by contribution assumption: employee only about $100,214 at 4% or $66,809 at 6%; with 50% employer match about $66,809 at 4% or $44,539 at 6%; with 100% employer match about $50,107 at 4% or $33,405 at 6%.
J.M. Oneill Inc. 401K Profit Sharing Plan and Trust-11$1,476,709$44,094$4,009iApproximate average salary by contribution assumption: employee only about $100,214 at 4% or $66,809 at 6%; with 50% employer match about $66,809 at 4% or $44,539 at 6%; with 100% employer match about $50,107 at 4% or $33,405 at 6%.
2019111$1,269,735$56,079$5,098iApproximate average salary by contribution assumption: employee only about $127,452 at 4% or $84,968 at 6%; with 50% employer match about $84,968 at 4% or $56,645 at 6%; with 100% employer match about $63,726 at 4% or $42,484 at 6%.
J.M. Oneill Inc. 401K Profit Sharing Plan and Trust-11$1,269,735$56,079$5,098iApproximate average salary by contribution assumption: employee only about $127,452 at 4% or $84,968 at 6%; with 50% employer match about $84,968 at 4% or $56,645 at 6%; with 100% employer match about $63,726 at 4% or $42,484 at 6%.
2018111$1,118,783$51,521$4,684iApproximate average salary by contribution assumption: employee only about $117,093 at 4% or $78,062 at 6%; with 50% employer match about $78,062 at 4% or $52,041 at 6%; with 100% employer match about $58,547 at 4% or $39,031 at 6%.
J.M. Oneill Inc. 401K Profit Sharing Plan and Trust-11$1,118,783$51,521$4,684iApproximate average salary by contribution assumption: employee only about $117,093 at 4% or $78,062 at 6%; with 50% employer match about $78,062 at 4% or $52,041 at 6%; with 100% employer match about $58,547 at 4% or $39,031 at 6%.
2017113$1,114,500$45,594$3,507iApproximate average salary by contribution assumption: employee only about $87,681 at 4% or $58,454 at 6%; with 50% employer match about $58,454 at 4% or $38,969 at 6%; with 100% employer match about $43,840 at 4% or $29,227 at 6%.
J.M. Oneill Inc. 401K Profit Sharing Plan and Trust-13$1,114,500$45,594$3,507iApproximate average salary by contribution assumption: employee only about $87,681 at 4% or $58,454 at 6%; with 50% employer match about $58,454 at 4% or $38,969 at 6%; with 100% employer match about $43,840 at 4% or $29,227 at 6%.
2016111$1,009,883$40,371$3,670iApproximate average salary by contribution assumption: employee only about $91,752 at 4% or $61,168 at 6%; with 50% employer match about $61,168 at 4% or $40,779 at 6%; with 100% employer match about $45,876 at 4% or $30,584 at 6%.
J.M. Oneill Inc. 401K Profit Sharing Plan and Trust-11$1,009,883$40,371$3,670iApproximate average salary by contribution assumption: employee only about $91,752 at 4% or $61,168 at 6%; with 50% employer match about $61,168 at 4% or $40,779 at 6%; with 100% employer match about $45,876 at 4% or $30,584 at 6%.
2015111$1,180,254$42,030$3,821iApproximate average salary by contribution assumption: employee only about $95,523 at 4% or $63,682 at 6%; with 50% employer match about $63,682 at 4% or $42,455 at 6%; with 100% employer match about $47,761 at 4% or $31,841 at 6%.
J.M. Oneill Inc. 401K Profit Sharing Plan and Trust-11$1,180,254$42,030$3,821iApproximate average salary by contribution assumption: employee only about $95,523 at 4% or $63,682 at 6%; with 50% employer match about $63,682 at 4% or $42,455 at 6%; with 100% employer match about $47,761 at 4% or $31,841 at 6%.
2014113$1,316,467$41,042$3,157iApproximate average salary by contribution assumption: employee only about $78,927 at 4% or $52,618 at 6%; with 50% employer match about $52,618 at 4% or $35,079 at 6%; with 100% employer match about $39,463 at 4% or $26,309 at 6%.
J.M. Oneill Inc. 401K Profit Sharing Plan and Trust-13$1,316,467$41,042$3,157iApproximate average salary by contribution assumption: employee only about $78,927 at 4% or $52,618 at 6%; with 50% employer match about $52,618 at 4% or $35,079 at 6%; with 100% employer match about $39,463 at 4% or $26,309 at 6%.
2013111$1,325,078$50,051$4,550iApproximate average salary by contribution assumption: employee only about $113,752 at 4% or $75,835 at 6%; with 50% employer match about $75,835 at 4% or $50,557 at 6%; with 100% employer match about $56,876 at 4% or $37,917 at 6%.
J.M. Oneill Inc. 401K Profit Sharing Plan and Trust-11$1,325,078$50,051$4,550iApproximate average salary by contribution assumption: employee only about $113,752 at 4% or $75,835 at 6%; with 50% employer match about $75,835 at 4% or $50,557 at 6%; with 100% employer match about $56,876 at 4% or $37,917 at 6%.
2012113$2,495,593$86,278$6,637iApproximate average salary by contribution assumption: employee only about $165,919 at 4% or $110,613 at 6%; with 50% employer match about $110,613 at 4% or $73,742 at 6%; with 100% employer match about $82,960 at 4% or $55,306 at 6%.
J.M. Oneill Inc. 401K Profit Sharing Plan and Trust-13$2,495,593$86,278$6,637iApproximate average salary by contribution assumption: employee only about $165,919 at 4% or $110,613 at 6%; with 50% employer match about $110,613 at 4% or $73,742 at 6%; with 100% employer match about $82,960 at 4% or $55,306 at 6%.
2011113$2,229,738$74,638$5,741iApproximate average salary by contribution assumption: employee only about $143,535 at 4% or $95,690 at 6%; with 50% employer match about $95,690 at 4% or $63,793 at 6%; with 100% employer match about $71,767 at 4% or $47,845 at 6%.
J.M. Oneill Inc. 401K Profit Sharing Plan and Trust-13$2,229,738$74,638$5,741iApproximate average salary by contribution assumption: employee only about $143,535 at 4% or $95,690 at 6%; with 50% employer match about $95,690 at 4% or $63,793 at 6%; with 100% employer match about $71,767 at 4% or $47,845 at 6%.
2010112$2,056,832$28,575$2,381iApproximate average salary by contribution assumption: employee only about $59,531 at 4% or $39,688 at 6%; with 50% employer match about $39,688 at 4% or $26,458 at 6%; with 100% employer match about $29,766 at 4% or $19,844 at 6%.
J.M. Oneill Inc. 401K Profit Sharing Plan and Trust-12$2,056,832$28,575$2,381iApproximate average salary by contribution assumption: employee only about $59,531 at 4% or $39,688 at 6%; with 50% employer match about $39,688 at 4% or $26,458 at 6%; with 100% employer match about $29,766 at 4% or $19,844 at 6%.
2009114$2,233,327$60,451$4,318iApproximate average salary by contribution assumption: employee only about $107,948 at 4% or $71,965 at 6%; with 50% employer match about $71,965 at 4% or $47,977 at 6%; with 100% employer match about $53,974 at 4% or $35,983 at 6%.
J.M. Oneill Inc. 401K Profit Sharing Plan and Trust-14$2,233,327$60,451$4,318iApproximate average salary by contribution assumption: employee only about $107,948 at 4% or $71,965 at 6%; with 50% employer match about $71,965 at 4% or $47,977 at 6%; with 100% employer match about $53,974 at 4% or $35,983 at 6%.
200819$0$0-
J.M. Oneill Inc. 401K Profit Sharing Plan and Trust-9---
2007112$0$0-
J.M. Oneill Inc. 401K Profit Sharing Plan and Trust-12---
2006111$2,908,631$151,767$13,797iApproximate average salary by contribution assumption: employee only about $344,925 at 4% or $229,950 at 6%; with 50% employer match about $229,950 at 4% or $153,300 at 6%; with 100% employer match about $172,463 at 4% or $114,975 at 6%.
J.M. Oneill Inc. 401K Profit Sharing Plan and Trust-11$2,908,631$151,767$13,797iApproximate average salary by contribution assumption: employee only about $344,925 at 4% or $229,950 at 6%; with 50% employer match about $229,950 at 4% or $153,300 at 6%; with 100% employer match about $172,463 at 4% or $114,975 at 6%.
2005112$2,458,546$102,061$8,505iApproximate average salary by contribution assumption: employee only about $212,627 at 4% or $141,751 at 6%; with 50% employer match about $141,751 at 4% or $94,501 at 6%; with 100% employer match about $106,314 at 4% or $70,876 at 6%.
J.M. Oneill Inc. 401K Profit Sharing Plan and Trust-12$2,458,546$102,061$8,505iApproximate average salary by contribution assumption: employee only about $212,627 at 4% or $141,751 at 6%; with 50% employer match about $141,751 at 4% or $94,501 at 6%; with 100% employer match about $106,314 at 4% or $70,876 at 6%.
2004112$0$0-
J.M. Oneill Inc. 401K Profit Sharing Plan and Trust-12---
2003113$0$0-
J.M. Oneill Inc. 401K Profit Sharing Plan and Trust-13---
2002213$0$0-
J.M. Oneill Inc. 401K Profit Sharing Plan and Trust-13---
J.M. Oneill Inc. Money Purchase Pension Plan and Trust-0---
2001214$0$0-
J.M. Oneill Inc. 401K Profit Sharing Plan and Trust-14---
J.M. Oneill Inc. Money Purchase Pension Plan and Trust-13---
2000213$0$0-
J.M. Oneill Inc. Money Purchase Pension Plan and Trust-13---
J.M. Oneill Inc. 401K Profit Sharing Plan and Trust-13---
1999213$1,809,348$174,197$13,400iApproximate average salary by contribution assumption: employee only about $334,994 at 4% or $223,329 at 6%; with 50% employer match about $223,329 at 4% or $148,886 at 6%; with 100% employer match about $167,497 at 4% or $111,665 at 6%.
J.M. Oneill Inc. 401K Profit Sharing Plan and Trust-13$1,380,852$128,542$9,888iApproximate average salary by contribution assumption: employee only about $247,196 at 4% or $164,797 at 6%; with 50% employer match about $164,797 at 4% or $109,865 at 6%; with 100% employer match about $123,598 at 4% or $82,399 at 6%.
J.M. Oneill Inc. Money Purchase Pension Plan and Trust-13$428,496$45,655$3,512iApproximate average salary by contribution assumption: employee only about $87,798 at 4% or $58,532 at 6%; with 50% employer match about $58,532 at 4% or $39,021 at 6%; with 100% employer match about $43,899 at 4% or $29,266 at 6%.